Property Fee Rules Report

  • Updated

For our Asia-Pacific customers, the term "Trust Account" is used, while European customers refer to it as "Client Account". It's important to mention that the Client/Trust Accounting functionality does not apply to customers in North America. For further information on regional terms, check out our Glossary of Regional Terminology.

 

This article guides you through the Property Fee Rules report available in Re-Leased's Report Builder tool. This report is a valuable way to oversee and navigate the fee rules linked to your property portfolio. You'll discover how to access, customize, and utilize the report effectively, ensuring clarity over the fees connected with your properties.

 

Getting Started with the Property Fee Rules Report

Accessing and starting up the Property Fee Rules report is efficient and user-friendly:

  1. Navigate to the Reports tab and select Report Builder.
  2. Click on the Property Fee Rules sample report tile located at the top of the Report Builder page.

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Generating Your Report

Customize the Property Fee Rules report to display the data that matters to you:

Choosing Columns with the Column Picker

To tailor the content of your report:

  1. Use the Columns picker feature at the top-right of the report screen to choose which columns you wish to include in your report and select Apply.
  2. Then select Run to generate on screen.
  3. Move columns around to your liking with the drag and drop functionality.

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Applying Filters

Refine your report by implementing filters for:

  • Company
  • Property Manager
  • Properties
  • Fee Rules

Rent and Outgoings Calculations

The Rent column consolidates the total rent for a property by summing the rent across all current tenancies. Similarly, Outgoings include all costs within an outgoings template plus any rent template items labelled as Outgoings.

 

Exporting Your Report

When you're finished configuring your report:

  1. Click on the export option to save your report as an Excel or PDF file.
  2. Use the exported data for in-depth analysis or to forecast valuation changes tied to fee rule modifications.

 

Saving Your Report

For quicker access in the future:

  1. Save your customized report setup directly within the Report Builder.
  2. This saves time by letting you generate the same report later without having to reconfigure settings.

 

With the Property Fee Rules report, managing property fees becomes more streamlined, enabling effective analysis and presentation of your portfolio’s financial situations. 

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